NVDA vs NFLX
NVIDIA · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, 2 hold both NVDA and NFLX (22% of the combined holder base), led by John Armitage (6.4% NVDA · 3.9% NFLX). NVDA appears in 8 tracked portfolios; NFLX in 3, so NVDA is the more widely held of the two among tracked managers.
NVDA is a Technology holding while NFLX sits in Communication — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NVDA’s ConvictionScore reads +1 (slight accumulation) against NFLX’s −1 (slight selling); NVDA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size NVDA larger and 1 size NFLX larger — an even conviction split. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds NVDA only, who holds NFLX only, and who holds both.
Of 2 shared managers, 1 weight NVDA heavier and 1 weight NFLX heavier.
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- John Armitage6.4 / 3.9%
- Lee Ainslie3.1 / 3.4%
- Bill Nygren3.6%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: NVDA or NFLX?
NVDA (NVIDIA) is held by 8 tracked superinvestors; NFLX (Netflix) is held by 3. NVDA has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and NFLX?
2 tracked superinvestors hold both NVDA and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (6.4% NVDA · 3.9% NFLX). Full overlap table below.
What is the overlap between NVDA and NFLX institutional ownership?
Across 9 unique tracked holders: 6 hold only NVDA (67%), 2 hold both (22%), 1 hold only NFLX (11%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and NFLX, which do they prefer?
Of 2 managers holding both, 1 weight NVDA higher and 1 weight NFLX higher in their portfolios. Even split. Per-manager positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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